Client Service Associate
Joanna is responsible for enhancing all client service processes for Amplius Wealth Advisors. She focuses on delivering superior client service while specializing in all aspects of money movement, account opening, and ongoing account-related inquiries.
Prior to Amplius Wealth Advisors, Joanna started her career as a fixed-income trader at Prudential Securities in 2001, specializing in mortgage-backed securities. After moving to the Philadelphia suburbs, she joined the Commerce Capital Markets group and traded corporate and agency bonds.
Joanna grew up in Long Island, New York, and attended Freeport High School. She graduated with a bachelor’s degree in finance from The University of Delaware.
Joanna lives in Blue Bell, with her husband Bill, an Investment Manager, and their two daughters, Olivia and Alexis. Joanna loves being a mom and spending time with her family and friends. She also volunteers as a youth lacrosse coach for her daughter’s teams.